Filed March 22, 2016 (most recent of 6 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $142,099 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 25 · EIN 94-1687665 | Directed Trustee | $119,977 |
COLUMBIA1 year Filed as: COLUMBIA MGT INV SRVC, CORP Service code 28 PO BOX 8081 · BOSTON, MA 022668081 | Investment Management | $29,733 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES FUNDS Service code 28 P.O. BOX 219594 · KANSAS CITY, MO 641219594 | Investment Management | $9,681 |
Filed as: MFS INVESTMENT Service code 28 111 HUNTINGTON AVE · BOSTON, MA 021997632 | Investment Management | $9,671 |
CAMBIAR INVESTORS LLC1 year Filed as: CAMBIAR FUNDS Service code 28 P.O. BOX 219009 · KANSAS CITY, MO 64121 | Investment Management | $6,797 |
Filed as: SCHRODER INVESTMENT MGMT N AMERICA Service code 28 875 THIRD AVENUE, 22ND FLOOR · NEW YORK, NY 10022 | Investment Management | $5,919 |
Filed as: ROBECO Service code 28 1101 BRICKELL AVE · MIAMI, FL 33131 | Investment Management | $5,425 |
Filed as: BAIRD Service code 28 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Investment Management | $5,399 |
Filed as: FULLER & THALER ASSET MGMT, INC. Service code 28 411 BOREL AVENUE, SUITE 300 · SAN MATEO, CA 94402 | Investment Management | $5,204 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 8.03% | 5.13%+2.9pp | 4.74%+3.3pp | 7.18%+0.8pp |
| Employer contribution / active EE | $29,104 | $14,689+98.1% | $36,089-19.4% | $13,095+122.3% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |